The questions ET Wealth Expo 2026 will actually answer, and why they matter right now

Financial decisions rarely exist in isolation. An investment strategy that works today may need reconsideration as markets change. A retirement plan must account for rising expenses, while wealth accumulated over decades requires careful planning to ensure its eventual transfer. For investors, the challenge is not simply finding opportunities but understanding how individual decisions fit into the larger financial picture.

These are some of the questions shaping the conversation around wealth today. The Economic Times Wealth Expo 2026 will bring these subjects to the forefront over two days at NESCO, Mumbai. The event is intended for investors, affluent professionals, entrepreneurs, high-net-worth individuals (HNIs), and families looking to make informed financial decisions.

Its agenda covers investments, global diversification, retirement planning, taxation, and succession. For attendees, the focus is on questions that arise at different stages of managing personal wealth.


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Should you still chase equities in the age of AI?

Artificial intelligence is reshaping industries and influencing how investors assess future growth. But does the emergence of new technologies change the fundamentals of wealth creation, or does it make disciplined investment decisions even more important? S. Naren, Executive Director and Chief Investment Officer at ICICI Prudential AMC, will address wealth creation in the AI Age. A panel discussion will examine investment options including mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), exchange-traded funds (ETFs) and direct stocks. For investors reviewing their portfolios, the session will bring several commonly considered investment routes into one discussion.

Is Your Portfolio Too Dependent on Indian Markets

Domestic markets may remain central to an investor's portfolio, but geographical diversification raises another consideration: how much exposure should investors have to international markets?

US equities, global ETFs and dollar-denominated assets offer different ways to approach overseas investing, each with its own risks and considerations. Devina Mehra, Founder and CMD of First Global, is scheduled to speak on global diversification, bringing the relationship between Indian and international markets into focus.

The discussion is particularly relevant for investors assessing whether their portfolios are sufficiently diversified across markets and asset classes.

Could You Retire Before 50 Without Compromising Your Lifestyle?

Retirement planning is not just about building a savings plan. Healthcare costs, household finances, and the transfer of assets can all affect long-term financial security.

The Expo's agenda includes discussions on retirement readiness and healthcare inflation, along with financial planning for couples. It also addresses succession planning, including nominations, wills, and trusts.

These subjects matter to people who want to understand whether their current arrangements account for future expenses and how their assets will be handled by the next generation.

Is Your Family's Wealth Transfer Plan Actually Airtight?

Wealth creation and wealth transfer require different kinds of planning. While investments focus on building assets, succession planning determines how those assets will be passed on and managed.

Nominations, wills and trusts can play important roles in this process, yet these arrangements are often addressed only when a major life event makes them urgent. Changes in family circumstances and the distribution of assets can make periodic reviews equally important.

The Expo will examine succession planning as part of its broader focus on managing wealth across generations, bringing attention to a financial consideration that extends beyond an individual's lifetime.

Is Real Estate Still Worth Investing In?

For many Indian households, property represents both a significant financial commitment and a potential source of long-term wealth. However, its place in a portfolio depends on more than expectations of price appreciation.

Liquidity, rental income, acquisition costs and the concentration of wealth in a single asset all influence the decision. The Expo will feature a discussion on whether investors are sufficiently invested in real estate, providing a forum to examine the asset class within the broader context of portfolio allocation.

The question is not simply whether property belongs in an investment strategy, but how it compares with other options in light of an investor's objectives and financial circumstances.

How Should You Approach Tax Planning Under the New Tax Law?

Tax decisions influence the returns investors retain and the financial flexibility available to them. Changes in tax rules can also prompt individuals to revisit decisions around income, investments and long-term planning.

A session at the Expo will explore income-tax planning under the new Act, including the choice between tax regimes, capital gains and considerations relevant to freelancers, consultants and creators.

For individuals with varied income sources, understanding the implications of applicable tax provisions is an important part of making informed financial decisions. The right approach, however, depends on individual circumstances and the rules applicable to each case.

Bringing the Bigger Wealth Picture Into Focus

The questions surrounding investments, retirement, real estate, taxation and succession may appear distinct, but they share a common concern: how to make financial decisions that remain relevant as circumstances change.

The ET Wealth Expo 2026 will bring together financial and industry experts, with the announced speaker lineup including S. Naren, Devina Mehra, Saurabh Mukherjea, Vikas Khemani and Vijay Kedia, among others. Scheduled for October 30 and 31 at NESCO, Mumbai, the Expo will offer a platform to explore these subjects through discussions on investment strategies and personal wealth management.

For investors and families reviewing their financial priorities, the starting point may be a simple one: identifying the questions their current plans have yet to answer.

Explore the sessions and reserve your seat at the ET Wealth Expo 2026.